Retirement Plan Specialist
FMA Fort Lauderdale
We are looking for licensed and non-license retirement planners with 214/215 license who are driven and passionate about helping families to take charge of their financial lives and future with confidence. Our core business areas, IUL, Annuities, Retirement Plans - our focus is on educating our clients about saving for RAINY DAY and the benefits and advantages of having our retirement savings plan.
Hiring NOW for, Fort Lauderdale, Palm Beach, and Miami-Dade areas.
What Success Looks Like- Become fully fluent and competent with respect to all issues related to qualified retirement plans and how they operate, what their advantages and limitations are
- Advise clients of their options in regard to their retirement planning
- Build trusting relationships with individual clients, helping them to articulate what their own success looks like and what the rewards of their success will be
- Provide comprehensive planning and advice regarding clients’ investment and retirement strategy
- 214/215 Insurance License or equivalent professional experienced
- One year of experience in the financial services industry, or be willing to take the State Exam
- Basic knowledge of financial products and be open to acquiring knowledge
- Customer service, interpersonal and listening skills to effectively communicate with customers and earn their trust
- Problem-solving and decision-making skills to select and
- Aptitude in delivering attractive presentations
- A High School Degree
Guidant FinancialHollywood, 7 mi from Fort Lauderdale
others is your way of growing and empowering yourself.
Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better.
Role Summary
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